As we reach the midpoint of 2024, our in-depth report offers a thorough examination of the key trends, risks, and opportunities that may shape global financial markets in the months ahead. This report is tailored for professionals in the financial industry, providing the crucial information needed to make informed decisions in a dynamic market environment.
Welcome to the Mediolanum International Funds Mid-Year Global Market Outlook.
Key Insights
1. The End of the Inflation Story
What's Happening:
Inflation, a dominant force since 2020, is subsiding. Central banks are achieving their targets, though rates remain slightly elevated.
What You Will Learn:
Current inflation dynamics and their implications
Forecast scenarios and market outcomes as inflation stabilizes
2. Higher-for-Longer Interest Rates
What's Happening:
Growth companies in the tech sector lead the equity rally, navigating the higher interest rate environment.
What You Will Learn:
- Growth companies under a higher rate environment
Bond market’s dynamics and the opportunities it presents despite recent challenges
3. Improved Global Growth
What's Happening:
Emerging markets, led by India and China, are driving global growth, while Europe is set to narrow its growth gap with the US.
What You Will Learn:
Opportunities and risks in emerging markets
Benefits of strategic regional diversification in developed markets
4. Sustainability Transition
What's Happening:
The global push for sustainability opens new avenues in green buildings, electric vehicles, and green bonds.
What You Will Learn:
Investment potential in sustainable sectors
Trends in energy-efficient real estate and regulatory impacts
Global Sustainable Bond Issuance: European and Quality Focus
5. Political Influences
What's Happening:
Upcoming global elections, including in the US, will significantly impact market dynamics.
What You Will Learn:
How political outcomes can affect currency, trade, and economic stability
Strategies to mitigate political risk in investments
Watch the video - Mid Year Global Market Outlook
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